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iShares Lehman 1-3 Year Treas.Bond shares owned by Swp Financial

Quarter-by-quarter ownership of iShares Lehman 1-3 Year Treas.Bond (SHY) shares owned by Swp Financial from 13F filings

Historical chart of Swp Financial investment in iShares Lehman 1-3 Year Treas.Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman 1-3 Year Treas.Bond held by Swp Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman 1-3 Year Treas.Bond by Swp Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $288k 3.5k 82.82
2025-09-30 $260k 3.1k 82.96
2025-06-30 $260k 3.1k 82.86
2025-03-31 $262k 3.2k 82.73
2024-09-30 $201k 2.4k 83.15
2024-06-30 $236k 2.9k 81.65
2024-03-31 $349k 4.3k 81.78
2023-12-31 $338k 4.1k 82.04

More positions owned by Swp Financial

Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Univrsl Usd (IUSB)
Apple (AAPL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 100 Etf (OEF)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Blackrock Etf Trust Ii Ishares Total Re (BRTR)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Large Cap Etf (VV)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Blackrock Etf Trust Ishares Us Thema (THRO)

View all positions for Swp Financial

Top funds holding iShares Lehman 1-3 Year Treas.Bond

BlackRock
Captrust Financial Advisors
Jpmorgan Chase & Co
Bank of New York Mellon
LPL Financial
UBS Group
Wells Fargo & Company
Mizuho Markets Americas
Ameriprise Financial
Raymond James Financial
Envestnet Asset Management
Royal Bank of Canada
PineBridge Investments
Branch Banking & Trust Company
HPM Partners

View all funds holding iShares Lehman 1-3 Year Treas.Bond